# Stewardship Asset Management LLC

> Stewardship Asset Management LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 334790
- Filed as: STEWARDSHIP ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Idaho
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334790
- AdvisorCensus page: https://advisorcensus.com/firm/stewardship-asset-management-llc-334790

## Quick answers

**How is Stewardship Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stewardship Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Stewardship Asset Management LLC registered with the SEC or a state?**
Stewardship Asset Management LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334790.

**How much does Stewardship Asset Management LLC manage?**
Stewardship Asset Management LLC reports $2,745,893 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does Stewardship Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (4).

**Does Stewardship Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334790

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,745,893
- Discretionary: $2,745,893
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $389,680 |
| High net worth individuals | 4 | $2,356,213 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: ID
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stewardship Asset Management LLC (CRD 334790): Form ADV filing data as of October 2026.